Driven by a desire to help every client plan for retirement, the financial advisors at SouthTrust put your interests first.Learn More
About Us/Our Mission
Our independent advisors focus on life income planning and distribution strategies to help plan for the money you need in retirement. Experience the impact our proprietary, personalized process of creating an individualized wealth management plan can have on your future.Learn More
What is Financial Planning?
Financial planning is the process of demystifying your future and working toward your financial goals so that you’re able to experience a satisfying retirement.Learn More
It’s difficult to talk to a stranger about your past financial mistakes and uncertain financial future. At SouthTrust, our professional advisors offer a judgment-free environment where you can lay it all out on the table and get individualized recommendations for your life income and retirement needs.
Our wealth management and financial planning services deliver the personalized attention you deserve and the unbiased product and service recommendations you expect. Together, we’ll plan for your financial future.Contact Us
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
It sounds simple, but paying yourself first can really pay off.
Here are six flags that may make your tax return prime for an IRS audit.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
In the face of divorce, making changes to insurance coverage may be overlooked.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Are Real Estate Investment Trusts right for your portfolio?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Have you explored all of your choices when it comes to managing your taxable income?
Recent changes in estate tax laws could affect the strategy you have in place.
Investors seeking world investments can choose between global and international funds. What's the difference?